Skip to content
Get started →

Contents

Creating an order

Last updated: October 24, 2026

What it does

Use the create button above a list to start an order of that list’s type. Saving the form creates the order, and Lucrii opens it.

The form arrives part-filled.

FieldStarts as
Payment termsDue on receipt
Receiving location, on a purchase order with stock linesYour organisation’s default location
TeamA team you manage, then any team you belong to, then the organisation’s first team

Choosing a contact with a different default currency from your organisation’s switches the order to that currency, and Lucrii fetches a rate for it. On a customer-facing order, Lucrii copies the contact’s address into the ship-to, unless you have typed one yourself.

Before you start

Create stays at the top of the page, and leaving with unsaved changes opens Discard Changes, as Creating a contact describes.

Each field stops at its limit as you type or paste. Creating a contact gives the address limits and how Lucrii refuses a longer value.

  • An Order Reference or a Quote Reference can be up to 100 characters.
  • Terms and Conditions, or Notes on a purchase order, can be up to 50,000 characters. A count shows under them from 45,000.

On the free plan, your organisation can have 3 active quotes, 3 active sales orders and 3 active purchase orders. The Early Access plan limits none of the three.

  • An order counts as active until it finishes. Winning or losing a quote takes it off the count, and so does closing or cancelling a sales order or a purchase order.
  • You can add 2 more past that limit. Then the create button turns off, and its tooltip says to upgrade your plan to continue. A banner above the list warns you as you get close.

How to use it

  1. Select the create button on the list for the type you want.
  2. In the card on the right, choose the customer, or the vendor on a purchase order.
  3. Add the lines you are pricing or ordering.
  4. On the left, set the terms, the discount and the dates you need.
  5. Select Create.

To add a customer who is not a contact yet:

  1. Type their name and select Create new customer, or Create new vendor on a purchase order. A short contact form opens over the order, with the name filled in as an organisation.
  2. For a customer who is an individual, switch Contact Type to Person. A vendor is always an organisation.
  3. Fill in Email, Phone, Default Currency and Billing Address if you have them. They are optional. The billing address starts on your organisation’s country, and Lucrii uses it for shipping as well.
  4. Select Create to save the contact and choose it for the order. Cancel closes the form and leaves what you typed in the search.

Troubleshooting

The team field is empty on a new order. Your organisation has no teams.

A notice above the team field says the teams could not be loaded. Lucrii could not read the list of teams. Try again shortly.

Changes